Financial Services Administrator

• Liverpool City Centre (Hybrid - 1 day from home)
• £27,000 - £35,000 + annual bonus
• Monday - Friday | 35 hours per week (flexible)

The Role

We are recruiting for a Financial Services Administrator to join a growing financial services organisation in Liverpool. This role will support the operational delivery, ensuring processes are completed accurately, efficiently, and in line with regulatory requirements.

This is a great opportunity for someone with pensions or financial services experience looking to develop within a structured and supportive environment.

Key Responsibilities:

Operational Administration

• Process operational changes across pension schemes and records
• Support Terms of Business (TOB) administration
• Manage adviser and agency changes within service levels
• Maintain accurate client, adviser, and scheme data

Complaints & Customer Outcomes

• Log, track, and support complaint handling processes
• Gather information for investigations and monitor deadlines
• Maintain complaint MI and ensure regulatory timeframes are met
• Support Consumer Duty and vulnerable customer processes

Workflow & Case Management

• Manage shared mailboxes and workflow queues
• Prioritise tasks and monitor outstanding cases
• Escalate risks or delays where required

Quality & Controls

• Ensure accuracy and audit trails across all processes
• Support QA checks, audits, and compliance monitoring
• Assist with issue resolution and root cause analysis

Stakeholder Support

• Respond to queries from advisers, clients, and internal teams
• Liaise with third parties and build strong working relationships

What We're Looking For:

• Financial services experience, ideally in Investment Operations / Pensions Admin
• Knowledge of investment‑related regulation (e.g., ISAs, pensions)
• Strong organisational skills and attention to detail

• Ability to manage workloads and meet deadlines
• Understanding of working within a regulated environment

Desirable:

• Complaints handling or regulatory experience
• Knowledge of Consumer Duty
• Experience with Terms Of Business or adviser relationships

What's on Offer:

• Salary £27,000 - £35,000
• Annual bonus scheme
• Hybrid working (1 day from home)
• Flexible 35-hour working week
• Liverpool City Centre location
• Opportunity to develop within a growing financial services team

If this is a role that you would be interested in applying for then please email your CV to [email protected]

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.